Financial goals: 12 examples to explore

Your financial plan starts with knowing what you want out of life.

Tags: Goals, Lifestyle, Planning, Wealth
Published: July 01, 2020

Whether your plans are big, small or somewhere in between, working toward your financial goals is easier when you know the “why” behind them.

Use these goals exploration topics to rank your top priority (1) all the way to your last (12). Make sure to add a few words under your top priorities to describe why.

Once you've prioritized your goals, you're ready to create a financial plan. A financial professional can help ensure you have a plan that can help you work toward your goals.

PDF Version »

  • airplane icon
    Lifestyle spending
  • light bulb icon
    Dreams & major purchases
  • apple icon
  • family icon
    Family protection
  • handshake icon
  • shield icon
    Estate & legacy
  • moutains icon
    Risk tolerance
  • percent icon
  • calendar icon
  • gift icon
    Charitable & philanthropic
  • health icon
  • heart in hand icon
    Provider care


Learn how we can help you create a clearer path to your financial goals.